Clean books are only the starting point.
You need clear numbers you can actually use.
If your books are behind, your expenses feel messy, or you’re not sure what your numbers are really telling you, I’ll help your creative service business get organized with clean monthly bookkeeping, clear reports, and financial insight that supports better business decisions.
Choose the bookkeeping plan that fits where your creative service business is right now.
Not sure where to start?
Most clients begin with Cash Control for clean monthly books, cash-flow visibility, and clearer monthly reporting.
Financial Clarity
Clean monthly bookkeeping with clear reports so your books stay organized, current, and easy to understand.
Investment
Starting at $395/month
QuickBooks Online Setup
$295 one-time
Behind on prior months? QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Includes
Monthly Bookkeeping
Monthly Transaction Categorization
Monthly Account Reconciliations
Custom Chart of Accounts
Revenue Categorization
Monthly Profit & Loss Statement
Monthly Balance Sheet
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You have clean, accurate monthly books and know where your business stands without digging through transactions.
🔥 Most Popular
Cash Control
Monthly bookkeeping plus cash-flow visibility so you can better understand spending, owner pay, and monthly cash movement.
Investment
Starting at $695/month
QuickBooks Online Setup
$295 one-time
Behind on prior months? QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Includes
Everything in Financial Clarity, plus:
Cash-Flow Snapshot
Software & Subscription Tracking
Contractor Payment Tracking
Owner Withdrawal Tracking
Monthly Financial Summary
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You get more than clean books — you can see where cash went, what changed, and what may need attention each month.
Profit Focus
Monthly bookkeeping plus profit-focused review so you can understand owner pay, tax reserves, and profitability.
Investment
Starting at $995/month
QuickBooks Online Setup
$295 one-time
Behind on prior months? QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Includes
Everything in Cash Control, plus:
Business Health Snapshot
Owner Pay, Tax + Profit Tracking
2–3 Profit-Focused Insights
Profit-Focused Monthly Summary
Monthly Video Review
Client Dashboard
Shared ClickUp Client Dashboard for file sharing, communication, project updates, and clear next steps
Outcome
You get clearer visibility into what is affecting profit, cash, owner pay, and reserves so you know what deserves attention next.
Need QuickBooks Online Catch-Up First?
If your books are behind or prior months have not been entered, categorized, or reconciled, QuickBooks Online Catch-Up may be required before monthly bookkeeping begins.
Catch-Up is scoped separately from monthly bookkeeping because pricing depends on the number of months behind, account activity, transaction volume, and whether a new QuickBooks Online account needs to be set up.
Catch-Up may include:
● Setting up a new QuickBooks Online account
● Categorizing historical transactions
● Reconciling bank and credit card accounts
● Reviewing revenue and expense categories
● Bringing prior months up to date
Pricing: quoted after reviewing your date range, account activity, transaction volume, and catch-up needs.
Once catch-up is complete, your monthly bookkeeping plan can begin with cleaner records and more reliable reports.
Prefer to Talk First?
If you’re not sure which bookkeeping plan fits or you’d rather talk through your current books before submitting a proposal request, schedule a short Bookkeeping Review. We’ll look at where your books stand now, what kind of support you need, and whether we’re a good fit.
How Getting Started Works
1 - Request Proposal
Complete the proposal request form with details about your business, current bookkeeping setup, account count, transaction volume, and support needs.
2 - Accept Proposal
Review your proposal, service details, and pricing. If you're ready to move forward, accept the proposal, sign your agreement, and complete payment to reserve your spot.
3 - Begin Onboarding
Once payment is received, you’ll receive onboarding instructions, QuickBooks Online access steps, and your cleanup or monthly bookkeeping timeline.
Helping creative service businesses turn messy books into clear financial insight.
©2026 Ready Set Streamline | All Rights Reserved.
Helping creative service businesses turn messy books into clear financial insight.
©2026 Ready Set Streamline | All Rights Reserved.